Part-Time Client Advisor - Banking & Investments

BMO Harris Bank; Longmont (CO); On-site; USD 42,000 - 51,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Harris Bank in Longmont, CO is hiring a part-time Banking Associate to deliver exceptional service and guide customers through financial solutions. You will work within the branch and across channels to support customer experiences and business objectives.

The role emphasizes identifying needs, advising on banking services, and collaborating with partners to promote digital and self-serve options while maintaining compliance and accuracy in all tasks.

Qualifications

• Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Welcomes and guides customers as they walk into the branch lobby and offers digital/self-serve options.
• Assists in client conversations about banking services and channels.
• Meets transaction-based needs with seamless execution.
• Reviews customer profiles and identifies opportunities and addresses banking needs.
• Supports operational activities and risk/compliance processes.
• Probes to understand customer needs and integrates promotions into conversations.

Skills

Interpersonal skills

Communication

Organization

Collaboration

Analytical thinking

Job description

BMO Harris Bank in Longmont, CO is hiring a part-time Banking Associate to deliver exceptional service and guide customers through financial solutions. You will work within the branch and across channels to support customer experiences and business objectives.

The role emphasizes identifying needs, advising on banking services, and collaborating with partners to promote digital and self-serve options while maintaining compliance and accuracy in all tasks.